Client Tools

Practical Tools for Faster Decisions and Cleaner Compliance

Use these tools to estimate, plan and stay organised before problems become expensive. Designed for UK directors, subcontractors and business owners who need straight answers quickly.

Open Tools Book Expert Review

Take-Home Pay Calculator

Estimate monthly take-home pay from salary plus dividends.

Estimate only. Figures exclude full NI treatment and personal circumstances.

Income & Expenses Tracker

Download a CSV template for Excel or Google Sheets.

Deadline Reminder List

Build a UK filing reminder list and download it as CSV.

Secure Document Uploader

Existing clients can upload documents securely inside the portal.

Client Upload Area

Dividend Planner Template

Download a monthly dividend planning template (CSV).

VAT Threshold Checker

Check your rolling 12-month taxable turnover against VAT threshold.

Book VAT Review

MTD Readiness Checker

Run a focused checklist to see if you are ready for MTD ITSA quarterly reporting.

Open MTD Checker

Built for sole traders and landlords preparing for April 2026+ phases.

MTD Workload Planner

Estimate monthly MTD review workload and decide if you should outsource execution.

Open Workload Planner

Useful for planning quarterly reporting capacity before compliance deadlines.